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Retirement Plan Consultant

2 months ago

Cambridge, Massachusetts, United States Comprehensive Insurance Providers Inc Full time
Job Overview

Comprehensive Insurance Providers Inc. is a leader in the insurance brokerage sector, dedicated to delivering exceptional services to our clientele. With over three decades of experience, we specialize in integrated employee benefits, retirement solutions, executive incentive programs, and comprehensive administrative services. Our expertise and tailored approach empower organizations to effectively attract, retain, and motivate their workforce through well-structured and professionally managed group welfare benefit plans.

Key Responsibilities

  • Assess and recommend enhancements to retirement plan structures and administrative features in alignment with industry standards and regulatory requirements.
  • Collaborate with third-party administrators to execute approved modifications to client plans.
  • Assist in the development and execution of communication strategies and materials for client employees regarding retirement plans.
  • Prepare comprehensive plan reviews and documentation for trustee and investment committee meetings to ensure fiduciary compliance.
  • Maintain and manage client files, ensuring all relevant plan documents and policies are current and accessible.
  • Oversee general client management and specific projects, including de-conversions, plan amendments, profit-sharing contributions, Safe Harbor campaigns, distributions, loans, rollovers, vesting, statements, and daily inquiries.
  • Provide weekly reports to management summarizing account management activities, investment committee discussions, client feedback, and potential sales opportunities.
  • Identify and cultivate new business prospects through referrals, client interactions, marketing initiatives, cold outreach, and networking.

Qualifications

  • Bachelor's Degree in a relevant field.
  • Experience with Fi360.
  • A minimum of 5 years of pertinent work experience.
  • Possession of Series 6, 7, and/or 66 FINRA licenses.
  • Life, Accident, and Health licenses required within three months of employment.
  • Proficient in Morningstar, RedTail, Asset Map, and Microsoft Office Suite.
  • Strong focus on Relationship Management and Customer Service.